I worked with Equis Financial for a short time starting in 2017. I decided it really wasn't for me after my first purchase of leads. I sold zero policies with Equis, but since I didn't have much support from the group that I signed up with, I wanted to simply work for someone local.
After leaving Equis, they refused to release me from an insurance company. They told me I had to wait six months for the release because they said that basically it was up to the insurance carrier. Well, I called the insurance carrier and they told me that Equis could release me if they simply signed a transfer form. They sent me the transfer form and I forwarded that form to Equis Financial. Despite selling zero policies they still would not release me, and I proved it wasn't the carrier but rather it was them.
Then, I was told that for reasons they could not tell me, that would not ever release me from the carrier (fortunately, I only have to wait another couple of months and I'll be fine).
Anyway, I never want to work for NAA, Equis, Symmetry, or any company that tries to corner you such that you do not have the freedom to leave and make a living somewhere else. What I do not appreciate is the fact they lied to me and admitted to it over the phone.
This company is incapable of telling the truth. I've been affiliated with Equis for just over a year and we, their agents, are beginning to understand that everything they tell us is a lie. I got lured away from another company to join Equis but everything they promised me wasn't true. I was perfectly happy, even had a few points higher commission, but bought their false promises.
They systematically train their people to lie. I was instructed to lie about the company’s numbers from my manager to make Equis look better than it is. They say they are a $100 million agency, and we all knew it wasn't true. Maybe they just thought I was stupid. I'm one of the few women there, so maybe that's it. The numbers just didn't add up, not even close. When we confronted the upper management about this, they say $100 million is their goal, so that makes them a $100 million agency. Can somebody explain that one so it makes sense??? They say they are the biggest agency in the country but they aren't even close to leading the insurance companies we sell so how could we be the biggest??? All you have to do is call the insurance companies and ask about the numbers. So embarrassing to have a new recruit catch you in your own companies lies!!!
I'm appalled that I fell for their BS. First thing, I've lost agents I recruited to other Equis people for higher commissions. They will offer anything to anyone to get someone and there is nothing the company will do to protect you from other people offering more. If you call 5 different managers, you'll get offered 5 different commissions. Second, they are demeaning to agents, saying "I cant stand salespeople" over and over. Who says things like that about their salespeople? And this is from the CEO!!! And they call themselves the "Agent company". I guess if you lie enough about something you start to believe it yourself.
Don't be a victim of this company like so many of us that have fallen for it. You get different answers from upper management about things and then they change their story over and over again. Bill Martin and Barry Clarkson have lied so many times on conference calls and they must think we are all stupid. They have the nerve to continually talk about integrity. Anyone that has to remind you of their integrity every chance they get doesn't have any.
Equis has some serious problems. I'm not sure all of what's going on but they announced they had to fire some managers for illegal things and nobody can get a straight answer from anyone. I find it hilarious that they claim THEY fired someone for illegal behavior when their own behavior is so dishonest. They even admitted on a company call that the insurance companies MADE them fire them. They didn't even want to!!
It’s obvious they have some serious issues going on and they are trying to cover things up. The stories keep changing so I felt like someone needed to get the word out on these crooks.
Stay as far away from Equis as you can get! Totally dishonest company with totally dishonest management.
I was with National Agents Alliance a while ago but left. I had to leave that company because the environment was so toxic and the owner/CEO was just shady and dishonest and they just treated people terrible. A friend of mine called me and recommended Equis financial and I was skeptical at first because I found out that the owner at Equis was a partner at NAA for a long time. However, after reading a few good reviews and going to a meeting in Florida, I decided to join my friend at Equis and give them a chance.
I was pretty desperate to make something work. I owned a successful company for 22 years before the mortgage crisis. By 2011 the economy had nearly wiped out my entire savings so what little I had left was taken from my family by NAA. I've learned Equis was the exact same thing!! Same insurance companies, same people, same "leads". Everything was the same. ALL these people had worked for NAA, now work for NAA under the name Equis.
It is so strange. We started asking questions. They don't like people asking questions, I can tell you that! Eventually, I learned why Equis seemed identical to NAA - they are owned by the same people! Equis is just a branch of National Agents Alliance. The CEOs are still in business together and have just created another company to scam agents. To my horror, I talked to the insurance companies and found out Equis is under NAA or just NAA called Equis, I guess.
I thought that I had got away from NAA just to be right back. What a scam these guys are running. I have also recently found that the third partner from NAA has started his own company. I won't mention that name though because I haven't worked there and it wouldn't be fair to them. I can hardly express how demoralizing this whole experience has been. Seems like these companies just make it a business to screw people out of money. I wish I'd have known this when I started in insurance.
Do your research! I really wish I had. I've left Equis, and will probably have to leave insurance. Stay far away from these two companies. Complete Scam artists!
Equis Financial, Inc. Reviews
I worked with Equis Financial for a short time starting in 2017. I decided it really wasn't for me after my first purchase of leads. I sold zero policies with Equis, but since I didn't have much support from the group that I signed up with, I wanted to simply work for someone local.
After leaving Equis, they refused to release me from an insurance company. They told me I had to wait six months for the release because they said that basically it was up to the insurance carrier. Well, I called the insurance carrier and they told me that Equis could release me if they simply signed a transfer form. They sent me the transfer form and I forwarded that form to Equis Financial. Despite selling zero policies they still would not release me, and I proved it wasn't the carrier but rather it was them.
Then, I was told that for reasons they could not tell me, that would not ever release me from the carrier (fortunately, I only have to wait another couple of months and I'll be fine).
Anyway, I never want to work for NAA, Equis, Symmetry, or any company that tries to corner you such that you do not have the freedom to leave and make a living somewhere else. What I do not appreciate is the fact they lied to me and admitted to it over the phone.
This company is incapable of telling the truth. I've been affiliated with Equis for just over a year and we, their agents, are beginning to understand that everything they tell us is a lie. I got lured away from another company to join Equis but everything they promised me wasn't true. I was perfectly happy, even had a few points higher commission, but bought their false promises.
They systematically train their people to lie. I was instructed to lie about the company’s numbers from my manager to make Equis look better than it is. They say they are a $100 million agency, and we all knew it wasn't true. Maybe they just thought I was stupid. I'm one of the few women there, so maybe that's it. The numbers just didn't add up, not even close. When we confronted the upper management about this, they say $100 million is their goal, so that makes them a $100 million agency. Can somebody explain that one so it makes sense??? They say they are the biggest agency in the country but they aren't even close to leading the insurance companies we sell so how could we be the biggest??? All you have to do is call the insurance companies and ask about the numbers. So embarrassing to have a new recruit catch you in your own companies lies!!!
I'm appalled that I fell for their BS. First thing, I've lost agents I recruited to other Equis people for higher commissions. They will offer anything to anyone to get someone and there is nothing the company will do to protect you from other people offering more. If you call 5 different managers, you'll get offered 5 different commissions. Second, they are demeaning to agents, saying "I cant stand salespeople" over and over. Who says things like that about their salespeople? And this is from the CEO!!! And they call themselves the "Agent company". I guess if you lie enough about something you start to believe it yourself.
Don't be a victim of this company like so many of us that have fallen for it. You get different answers from upper management about things and then they change their story over and over again. Bill Martin and Barry Clarkson have lied so many times on conference calls and they must think we are all stupid. They have the nerve to continually talk about integrity. Anyone that has to remind you of their integrity every chance they get doesn't have any.
Equis has some serious problems. I'm not sure all of what's going on but they announced they had to fire some managers for illegal things and nobody can get a straight answer from anyone. I find it hilarious that they claim THEY fired someone for illegal behavior when their own behavior is so dishonest. They even admitted on a company call that the insurance companies MADE them fire them. They didn't even want to!!
It’s obvious they have some serious issues going on and they are trying to cover things up. The stories keep changing so I felt like someone needed to get the word out on these crooks.
Stay as far away from Equis as you can get! Totally dishonest company with totally dishonest management.
I was with National Agents Alliance a while ago but left. I had to leave that company because the environment was so toxic and the owner/CEO was just shady and dishonest and they just treated people terrible. A friend of mine called me and recommended Equis financial and I was skeptical at first because I found out that the owner at Equis was a partner at NAA for a long time. However, after reading a few good reviews and going to a meeting in Florida, I decided to join my friend at Equis and give them a chance.
I was pretty desperate to make something work. I owned a successful company for 22 years before the mortgage crisis. By 2011 the economy had nearly wiped out my entire savings so what little I had left was taken from my family by NAA. I've learned Equis was the exact same thing!! Same insurance companies, same people, same "leads". Everything was the same. ALL these people had worked for NAA, now work for NAA under the name Equis.
It is so strange. We started asking questions. They don't like people asking questions, I can tell you that! Eventually, I learned why Equis seemed identical to NAA - they are owned by the same people! Equis is just a branch of National Agents Alliance. The CEOs are still in business together and have just created another company to scam agents. To my horror, I talked to the insurance companies and found out Equis is under NAA or just NAA called Equis, I guess.
I thought that I had got away from NAA just to be right back. What a scam these guys are running. I have also recently found that the third partner from NAA has started his own company. I won't mention that name though because I haven't worked there and it wouldn't be fair to them. I can hardly express how demoralizing this whole experience has been. Seems like these companies just make it a business to screw people out of money. I wish I'd have known this when I started in insurance.
Do your research! I really wish I had. I've left Equis, and will probably have to leave insurance. Stay far away from these two companies. Complete Scam artists!